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How to Edit a Request for Funds (MDF & Co-Marketing)

This guide outlines the steps to edit a previously submitted funding request in Relevize.

Updated over a week ago

Video Guide:

Step by Step Guide:

1. Navigate to the MDF Tab 0:08

  • Log into Relevize.

  • Locate the MDF tab on the left-hand side of the dashboard.

2. Check Activity Requests 0:08

  • In your MDF dashboard you can see any activity requests you have in review.

  • If no requests are visible, click the status button in the top-hand bar to sort the list.

3. Select the Activity Request to Edit 0:24

  • Identify the specific activity request you need to edit based on feedback from your partner.

4. Move Request Back to Draft 0:35

  • Click on the option to move the request back to draft mode.

5. Edit the Required Fields 0:42

  • Make necessary edits to the fields as requested by your partner.

  • For example, if the end date needs to be changed, update it accordingly.

6. Save Changes 0:47

  • After making the edits, ensure to save the changes.

7. Resend to Partner 0:47

  • Once saved, send the updated request back to your partner.

Additional Notes

  • Ensure all edits are accurate and reflect the partner's requests to avoid further revisions.

  • Double-check the dates and any other critical information before resending.

Tips for Efficiency

  • Familiarize yourself with the layout of your MDF dashboard in Relevize to quickly locate requests.

Link to Loom

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